Skip to content
immiIQ

Pipeline and automations

The pipeline runs the practice.

Your own stages with WIP caps and stale days. Move a card and it sends the email, creates the task and tells the sponsor.

Start free trialBook a walkthrough

7-day free trial, no card needed

Cases

Board 路 By stage

Assessment2

  • Arjun Mehta482
  • Linh Nguyen485

Lodged1

  • Hana Sato190

When a case enters Lodged

  • Email the client a templateLodgement confirmationWaiting
  • Notify the assigned agentWeb and mobileWaiting

Arjun's case enters Lodged and the stage emails, creates a task and tells his agent.

Every stage can do a job. Bind any of six actions to the stage a case enters or the one it leaves.

A soft WIP cap turns the column amber the day a bottleneck forms and each stage sets its own stale days. Every move is logged with who, when and what fired.

Write down what should happen. Four triggers and four actions, for anything that happens, not only a card moving.

A rule is created switched off and only an admin turns it on. Editing a rule turns it back off, no rule acts on what happened before it was on and every run is recorded.

A table you work in. Edit a stage, date, reference or TRN in the cell, with Undo on every save.

Attention flags a visa about to expire, a stale matter and a lodgement with no TRN. Publish a firm view, ask Harper to set the filters or export the view to CSV or Excel.

The client record behind each matter

Questions firms ask.

What are the six stage actions?
Email the client a template, create a task, notify the assigned agent, notify the sponsor's HR contact through the Sponsor Portal, move a case on after a set number of days and start a watcher such as a VEVO recheck. Stack any of them on any stage, on entry or exit.
How do stage automations differ from the rules builder?
Stage automations fire when a card moves. Rules fire on a client being created, a document signed, a matter moving or a document uploaded, then create a task, email a template, send a questionnaire or set the client's status.
Does the WIP limit block new cases?
No, it is a soft cap. Cases still enter, the column header turns amber and a badge shows how far over you are.
Can a member edit any matter in the table?
No. A member edits, bulk updates and exports only the matters in their own data scope, checked on the server for every row. An expired plan leaves the table read-only.
What if two people edit the same matter?
The save that comes second is refused, the row reloads and it says who changed it. Hover any edited cell to see who changed it, when and what it was before.

Stop reading the pipeline and start running it.

Included with Pro. Set your stages once and every move fires the right emails, tasks and reminders.

Start free trialBook a walkthrough

7-day free trial, no card needed